LEVRD

Back in February, with gold near $5,000, I asked Sean Russo: "does it hit 4,000 or 6,000 first?". It went to 4,000 — and now we're ~28% off the January high. So is this the retracement he warned about, or just the entrée?

Sean Russo — Principal at Noah's Rule, 41 years in the market since 1984, and a self-described "gold beast, not a gold bug" — returns to marry the technicals against the fundamentals and answer the only question that matters: is US$4,000 a genuine floor, or a trapdoor?

We cover the "death zone" and whether gold's afterburner has run out of fuel, why the Dow/Gold ratio bounced off 10 the wrong way, the shift from dual tailwinds to potential headwinds — and whether it's the metal or the miners from here.

LEVRD Partners

WA WATER BORES

The best water drillers in Australia

James Harrington - 0429 695 538

https://www.wawaterbores.com.au/

MINING SELECT

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LEVRD Socials

X ► https://x.com/mattmichaelOG

Instagram ► https://www.instagram.com/levrdmatty/

Tiktok ► https://www.tiktok.com/@levrdmatty

Facebook ► https://www.facebook.com/levrdtrading

Linkedin ► https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.

Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposes only.

CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.

While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.

Great Boulder Resources (ASX: GBR) MD Andrew Paterson joined LEVRD to unpack a transformational few months — a completed raise, Westgold Resources taking a 19.9% strategic stake, Franklin Templeton and L1 Capital on the register, and drill rigs now turning at the Peak Hill Gold Project in WA's Murchison.

Topics discussed:

— The deal's done: the register, the price & the Westgold relationship

— Gold market, CGT laws & the GBR value proposition at these prices

— Boots on the ground at Peak Hill: are the rigs turning?

— The drill program: 40,000m in 6 months, 60,000m through 2027

— The asset: Five Ways, Durack, Jubilee & which pit is first ore

— The "aha moment": re-optimising the resource at a 0.5g/t cut-off

— Westgold's high-grade RC hits (19m @ 13.34g/t) & chasing fireworks

— Stage 1 Exploration Target: 600–740koz and the road to 1Moz

— Studies, the jump to PFS & building the team

— Side Well: Mulga Bill, Eaglehawk, Ironbark & 574g/t at depth

— Native title progression for Side Well

— Approvals, funding & the run to Q4 2027 production

— M&A, Murchison consolidation & scouting for Westgold

— The callback: Patty's Flat, and jobs to plug

LEVRD Partners

WA WATER BORES

The best water drillers in Australia

James Harrington - 0429 695 538

https://www.wawaterbores.com.au/

MINING SELECT

Find a Mining job RIGHT NOW!!

https://www.miningselect.com.au/

Download the app and start the hunt

NVLD Fitness

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LEVRD Socials

X ► https://x.com/mattmichaelOG

Instagram ► https://www.instagram.com/levrdmatty/

Tiktok ► https://www.tiktok.com/@levrdmatty

Facebook ► https://www.facebook.com/levrdtrading

Linkedin ► https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.

Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposes only.

CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.

While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.

Richard Beazley, Managing Director of Rokeby Resources, joins us to break down the acquisition of the Omeo Gold Project in Victoria — a historically high-grade goldfield that once produced over 235,000oz at grades above 18g/t, yet remains largely underexplored today.

We get into the deal itself, the 320koz @ 4g/t historical resource, the eye-watering Sunnyside drill hits (including 0.8m @ 208.9g/t and 15.9m @ 52.3g/t), the pathway to early small-scale or toll-treated mining, Victoria's permitting reputation, and why former Victorian Treasurer and Resources Minister Tim Pallas has come on board.

Richard also walks through the acquisition terms and milestones, the use of funds, upcoming catalysts, when a maiden JORC resource could land, and how Rokeby is thinking about its capital structure and getting onto institutional radar.

Topics discussed:

• Richard Beazley's 35+ years in mining and what personally attracted him to Omeo

• The transaction — who Rokeby bought from, the terms, milestones and cost per ounce

• The 320koz @ 4g/t historical resource and the path to a maiden JORC resource

• Why a field that produced 235,000oz at 18g/t was never fully developed

• Where the easiest ounces sit — Sunnyside, Maude, infill and the 5.8km trend

• Sunnyside's bonanza grades — isolated hits or representative of the orebody?

• Permitting in Victoria and what the 20-year mining licence allows today

• The early mining opportunity — toll treatment, nearby mills and processing options

• Why former Victorian Treasurer and Resources Minister Tim Pallas joined the project

• Use of funds and the catalysts investors should be watching

• Capital structure, share count and getting onto institutional radar

LEVRD Partners

WA WATER BORES

The best water drillers in Australia

James Harrington - 0429 695 538

https://www.wawaterbores.com.au/

MINING SELECT

Find a Mining job RIGHT NOW!!

https://www.miningselect.com.au/

Download the app and start the hunt

NVLD Fitness

Come get Crossfit ripped with me

@nvldfitness on insta

https://www.nvldfitness.com/

0415126334

LEVRD Socials

X ► https://x.com/mattmichaelOG

Instagram ► https://www.instagram.com/levrdmatty/

Tiktok ► https://www.tiktok.com/@levrdmatty

Facebook ► https://www.facebook.com/levrdtrading

Linkedin ► https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.

Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposes only.

CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.

While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.

Alex Passmore, Managing Director of New Murchison Gold (ASX: NMG), returns for a candid catch-up on the Murchison gold story — a capital-light producer generating serious cash under its Bluebird ore-purchase agreement, yet trading lower even as the resource base jumps 47%. We dig into growth, the market disconnect, and the road to a standalone plant.

Six weeks on from our last chat, gold's wobbled and the share price has slipped from ~4.7c to ~4c — but NMG has added a 47% bigger resource, kicked off a new pit, and pushed Cloudkicker into production. Alex breaks down what it'll take for the market to finally pay for the growth.

Key topics discussed

- The 25 June MRE lifting Garden Gully 47% to 359koz remaining (409koz with depletion), 71% Measured & Indicated — and how far that gets NMG toward a resource base to justify its own plant.

- Crown Prince Underground at 150koz @ 3.2g/t, now the single biggest chunk of ounces, and whether it firms up a ~3,000–4,000oz/month underground.

- Maiden resources for Lydia (55koz) and the newly emerged Abbotts (44koz).

- Crown Prince open pit: the Stage 1 / Stage 2 cutback crossover at ~55m, three dig fleets, and the September-quarter reserve and resource update.

- Cloudkicker (formerly Crown Prince East): mining commenced, first caprock ore crushed in September, and eye-catching grade control — 10m @ 13.61g/t (incl. 3m @ 32.17), 1m @ 54.80g/t — coming in above model.

- Underground feasibility (Q3), a potential vent portal off Stage 2, and a possible Crown Prince Main–Cloudkicker connection.

- Greenfields upside at Abernethy South and Airstrip, the ~$10m/yr exploration budget vs ~$20m/month cash generation, and the path to a 120,000oz/yr producer with a standalone mill.

LEVRD Partners

WA WATER BORES

The best water drillers in Australia

James Harrington - 0429 695 538

https://www.wawaterbores.com.au/

MINING SELECT

Find a Mining job RIGHT NOW!!

https://www.miningselect.com.au/

Download the app and start the hunt

NVLD Fitness

Come get Crossfit ripped with me

@nvldfitness on insta

https://www.nvldfitness.com/

0415126334

LEVRD Socials

X ► https://x.com/mattmichaelOG

Instagram ► https://www.instagram.com/levrdmatty/

Tiktok ► https://www.tiktok.com/@levrdmatty

Facebook ► https://www.facebook.com/levrdtrading

Linkedin ► https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.

Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposes only.

CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.

While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.

Alex Rovira, Managing Director of Brightstar Resources (ASX: BTR), joins us for a deep dive into one of WA's emerging gold developers — from the Goldfields build now underway to the 2.4Moz Sandstone project, plus the M&A reshaping Leonora–Laverton and why the market hasn't re-rated the ounces.

Brightstar declared FID on its Goldfields development in May 2026 and is targeting first gold in the June quarter of 2027. We cover construction progress, the ore sources feeding the plant, the Sandstone growth story, permitting, the funding package, and the valuation gap versus peers.

Key topics discussed

- Goldfields: first concrete poured June 2026, engineering ~60% heading to 90% by August, GRES fixed lump-sum EPC at A$110M, and the path to extending the 6-year / 75koz pa DFS 2.0 plan (457koz recovered).

- Ore sources: Lord Byron (83koz @ 1.4g/t), Cork Tree Well (104koz reserve / 292koz resource), Lady Shenton and Yunndaga economics vs a softer gold price, plus Fish Underground then Second Fortune and Jasper Hills stockpiles upside.

- Reserve quality: 351koz of reserves underpinning 457koz of LOM production, with ~27% from Inferred — and how BTR de-risks that conversion.

- M&A backdrop: the binding ~A$12.6bn Genesis–Vault merger (Regis walked 13 July) and potential Regis / Duketon synergies.

- Sandstone: 2.4Moz @ 1.5g/t across ~1,800km², the deposit styles (Two Mile Hill tonalite-hosted, Shillington/Indomitable BIF, Lord Nelson, Vanguard, Montague), the 1.6Moz sitting in the top 150m, permitting, and the study timeline to first production ~CY29.

- Valuation & funding: EV/resource of ~A$40–69/oz vs peers at $171–754/oz, the A$193M equity + US$120M bond (12.5% coupon), and what finally closes the gap to ~A$2 analyst targets.

LEVRD Partners

WA WATER BORES

The best water drillers in Australia

James Harrington - 0429 695 538

https://www.wawaterbores.com.au/

MINING SELECT

Find a Mining job RIGHT NOW!!

https://www.miningselect.com.au/

Download the app and start the hunt

NVLD Fitness

Come get Crossfit ripped with me

@nvldfitness on insta

https://www.nvldfitness.com/

0415126334

LEVRD Socials

X ► https://x.com/mattmichaelOG

Instagram ► https://www.instagram.com/levrdmatty/

Tiktok ► https://www.tiktok.com/@levrdmatty

Facebook ► https://www.facebook.com/levrdtrading

Linkedin ► https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.

Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposes only.

CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.

While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.

Raptor Metals (ASX:RAP) Managing Director Brett Wallace joined LEVRD to unpack the company's copper and base-metals story in Canada's historic Bathurst Mining Camp, New Brunswick.

From the acquisition and rebirth out of Eastern Metals, to the flagship Chester project and its recently expanded footprint, Brett walks through where Raptor is today and what's ahead over the next 12 months.

In this interview we cover:

– Raptor's inception and the rebirth of Eastern Metals

– Copper & base metals in the Bathurst Camp: what makes Chester & Coyote copper-dominant

– How Raptor differentiates from neighbours (Nine Mile, Puma, Canadian Copper)

– Chester deep-dive: ~2.5km strike, grade, polymetallic Zn-Pb-Ag credits

– The Chester JORC resource (6.685Mt @ 1.09% Cu) and validating Coyote/Turgeon (3.3Mt @ 1.5% Cu)

– Maiden drilling (19 holes / 2,126m), the East Zone, BHEM conductor trends and depth potential

– Recent acquisitions: Coyote & Foghorn from UR Mineral, plus Silverjack's historic bulk samples

– Balance sheet, options, royalties and the legacy Australian ground

– The single most important de-risking milestone, catalysts and the end-game

LEVRD Partners

WA WATER BORES

The best water drillers in Australia

James Harrington - 0429 695 538

https://www.wawaterbores.com.au/

NVLD Fitness

Come get Crossfit ripped with me

@nvldfitness on insta

https://www.nvldfitness.com/

0415126334

LEVRD Socials

X ► https://x.com/mattmichaelOG

Instagram ► https://www.instagram.com/levrdmatty/

Tiktok ► https://www.tiktok.com/@levrdmatty

Facebook ► https://www.facebook.com/levrdtrading

Linkedin ► https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.

Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposes only.

CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.

While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.

Evergold Minerals (ASX: EG1) has pivoted from lithium to gold — and General Manager Tim Fraser joins LEVRD to explain why the ground it's assembling sits right in the neighbourhood of Vault (which is soon to be either Regis or Genesis).

We cover the rebrand from Evergreen Lithium, the portfolio build across Mt Monger and Leonora, and how deals with Metallium (Mt Monger option) and Patronus (Randwick) came together. Tim walks through the latest Duchess of York assays — including the 22m at 1.80 g/t, EG1's widest intercept to date — plus the Gladiator sanukitoid target and where the geological model is heading.

We also dig into the toll-treating logic around Vault's Randalls mill, the district's historical production, and why this ground was still available. On the Leonora side, Tim outlines the Craig's Rest inherited Inferred resource and the potential 2027 mining pathway.

Simon Lill (Chairman) recently buying on-market makes this one interesting.

LEVRD Partners

WA WATER BORES

The best water drillers in Australia

James Harrington - 0429 695 538

https://www.wawaterbores.com.au/

NVLD Fitness

Come get Crossfit ripped with me

@nvldfitness on insta

https://www.nvldfitness.com/

0415126334

LEVRD Socials

X ► https://x.com/mattmichaelOG

Instagram ► https://www.instagram.com/levrdmatty/

Tiktok ► https://www.tiktok.com/@levrdmatty

Facebook ► https://www.facebook.com/levrdtrading

Linkedin ► https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.

Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposes only.

CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.

While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.

Mark Calderwood built Perseus Mining from a micro-cap into a $1.6B ASX100 gold producer. Now, as Managing Director of Midas Minerals (ASX:MM1), he's applying decades of African experience to an emerging high-grade copper story in Namibia's Otavi region.

In this LEVRD interview, we cover the Otavi acquisition, a maiden 211kt CuEq resource delivered in record time, standout drilling at T-13, and where the next leg of resource growth comes from.

Topics covered:

- Mark's track record — from micro-cap to $1.6B ASX100 producer at Perseus

- African jurisdiction risk: where the fear is justified vs outdated

- Why Namibia ranks as a genuine tier-1 copper destination

- The May 2025 Otavi acquisition and maiden MRE in four months

- ~1,776km² across ten licences, less than 40% explored — and the ramp to six rigs

- Standout intercept: 50.6m @ 7.81% CuEq incl. 14.4m @ 20.9% CuEq at T-13

- $32.8M cash, zero debt — runway at six-to-seven rigs

- Permitting pathway, in-place power/rail/smelter advantage

- Tight register (Board 7.2%, Acorn 7.0%, Tribeca 5.1%, Parsons/Naylor 4.3%)

- 2H 2026 catalysts and the 2027 roadmap

LEVRD Partners

WA WATER BORES

The best water drillers in Australia

James Harrington - 0429 695 538

https://www.wawaterbores.com.au/

NVLD Fitness

Come get Crossfit ripped with me

@nvldfitness on insta

https://www.nvldfitness.com/

0415126334

LEVRD Socials

X ► https://x.com/mattmichaelOG

Instagram ► https://www.instagram.com/levrdmatty/

Tiktok ► https://www.tiktok.com/@levrdmatty

Facebook ► https://www.facebook.com/levrdtrading

Linkedin ► https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.

Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposes only.

CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.

While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.

Charger Metals (ASX: CHR) Managing Director Bryan Dixon joins LEVRD to unpack a company trading at an enterprise value of roughly $1.4M while sitting on a 106kt contained lithium resource at Lake Johnston, WA — plus a high-grade gold hit and a pending project sale to Core Lithium.

We cover the recent 34% Medcalf resource upgrade, the Bynoe divestment, the path to development and DSO, the gold optionality, and why the market currently ascribes almost nothing to the asset base.

Topics covered:

- Lake Johnston as Charger's singular focus & the 50km LCT corridor

- Medcalf upgrade: 10.6Mt @ 1.0% Li₂O for 106kt, open in multiple directions

- Tantalum by-product credits & DSO potential

- Sale of the Bynoe Lithium Project to Core — timing & Ministerial consent

- Balance sheet: ~$6.3M pro-forma cash, ~$7.7M market cap, ~$1.4M EV

- EV/t contained vs development peers — what closes the gap

- Mining Lease Application 63/691, permitting & heritage

- Met work, ore sorting & the pathway to a study milestone

- DSO via Esperance & toll-treating options

- Neighbours, strategics & is Charger a target?

- Xmas Gold (3m @ 18.0 g/t Au) — is the discovery still live?

- Register: Core, Rio Tinto, Ilwella, directors & a tight 90.6M shares

- Key catalysts over the next 6–12 months

LEVRD Partners

WA WATER BORES

The best water drillers in Australia

James Harrington - 0429 695 538

https://www.wawaterbores.com.au/

NVLD Fitness

Come get Crossfit ripped with me

@nvldfitness on insta

https://www.nvldfitness.com/

0415126334

LEVRD Socials

X ► https://x.com/mattmichaelOG

Instagram ► https://www.instagram.com/levrdmatty/

Tiktok ► https://www.tiktok.com/@levrdmatty

Facebook ► https://www.facebook.com/levrdtrading

Linkedin ► https://www.linkedin.com/company/levrd/

This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.

Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposes only.

CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.

While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.

Investigator Silver (ASX: IVR) Managing Director Lachlan Wallace joins LEVRD to break down the Paris Silver Project — a 100%-owned, pure-play silver development on South Australia's Eyre Peninsula. Fresh off five senior appointments and a completed DFS, we cover the path from study to construction: economics, funding, permitting and timeline to first silver doré.

Lachlan has built four projects, including taking Kanmantoo from concept to first copper in ~8 months. We dig into how that experience translates to a ~A$260m greenfield silver build, the silver market backdrop, and the genuine risks behind the headline numbers.

Topics covered:

- Five new senior hires & the team to deliver Paris

- Kanmantoo lessons applied to Paris

- Silver thesis 2026: 6th straight deficit vs price volatility

- DFS: NPV A$1.15B, IRR 93%, ~11-month payback

- Whole-ore cyanide leach & on-site doré vs concentrate

- Recovery, grade & reserve confidence

- Balance sheet, the ~A$200m funding gap & path to FID

- Permitting, native title & water

- Timeline to first silver

LEVRD Partners

WA WATER BORES

The best water drillers in Australia

James Harrington - 0429 695 538

https://www.wawaterbores.com.au/

NVLD Fitness

Come get Crossfit ripped with me

@nvldfitness on insta

https://www.nvldfitness.com/

0415126334

LEVRD Socials

X ► https://x.com/mattmichaelOG

Instagram ► https://www.instagram.com/levrdmatty/

Tiktok ► https://www.tiktok.com/@levrdmatty

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This channel and all the audio/video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.

Any views are general in nature, or the opinion are of Levrd. The audio/video contents are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposes only.

CFDs are high risk; you can lose all capital rapidly. My past performance isn't reliable. I may be long/short in CFDs mentioned in the audio/video.

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This material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.

While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.